Position in PD
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$190,905
New position
Shares Held
19,783
first reported quarter
Ownership
0.026%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#146
of 255 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 27%
Shared 56%
None 18%
Position in Software - Application
Technology · as of Jun 30, 2026Corient Private Wealth LLC holds $840,123,084 across 75 Software - Application names. PD ranks #67 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
3,448,627 | $119,278,433 | |
| 2 | UBER |
Uber Technologies, Inc
|
1,346,774 | $97,183,211 | |
| 3 | ADP |
Automatic Data Processing Inc
|
398,039 | $89,140,834 | |
| 4 | ROP |
Roper Technologies Inc
|
1,525,470 | $80,952,642 | |
| 5 | PAYX |
Paychex Inc
|
748,039 | $73,554,674 | |
| 6 | CRM |
Salesforce, Inc.
|
1,108,019 | $49,049,704 | |
| 7 | ADBE |
Adobe Inc.
|
426,631 | $46,665,904 | |
| 8 | INTU |
Intuit Inc.
|
8,592,697 | $40,545,574 |
All Filings in PD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $190,905 | 19,783 | Shares | Sole | 2026-08-17 | |
| No filing history on record for this holder in this stock. | ||||||